John Sargent Email & Phone Number

Managing Director, Private Wealth AdvisorJohn Sargent is a Managing Director and Private Wealth Advisor at Rockefeller Capital Management.Before joining Rockefeller in 2020, John had been with Morgan Stanley since 2003. Prior to his experience in the financial services industry, he was an advertising executive at the Wall Street Journal, where he worked from 1996 to 1999 and helped launch the highly successful “Weekend Journal.”Every year since 2012, John has ranked among the Barron’s Top 100 Financial Advisors in New York. He was also named by the Financial Times as one of America’s Top 400 Financial Advisors in 2016, 2017 and 2018, and most recently 2021. He has been recognized by Forbes as one of New York’s Top Financial Advisors in 2018, and 2023.John has been interviewed and quoted extensively in industry publications, sharing his views on asset allocation, investment manager selection and growing a private wealth management business.He graduated from Yale University with a B.A. in History (with distinction) and holds an M.B.A. from Columbia Business School.A native of Southern California, John and his wife Heather live in Greenwich, CT, with their four children. He is active in his community as a soccer and basketball coach and is active at his family’s church, Christ Church Greenwich.John and Heather are Committee Chairmen of the New York chapter of the Juvenile Diabetes Research Foundation (JDRF), and have been the number-one fundraising team in New York for six years running. In addition, John is a trustee and the Chairman of the Institutional Advancement Committee of General Theological Seminary, the oldest and largest Episcopal Seminary in the United States, situated on three acres in the middle of Chelsea in New York City.Areas of focus: * Wealth Management Services* Discretionary Asset Management -- Equities, Fixed Income* Comprehensive Wealth Management -- Asset Allocation, Manager Selection, Risk Management* Restricted Stock Hedging and Selling Programs (10b5-1) * Series 7, 65 Registered* CIMA® Designation (Certified Investment Management Analyst®)* Clients include High Net Worth Families, Individuals, Foundations and Endowments

Listed skills include Investments, Portfolio Management, Risk Management, Financial Analysis, and 6 others.